Investor universe

The public-regulatory universe, RIAs & family offices (Form ADV) and institutional managers (13F). Click any entity for its profile & holdings. Read-only; public SEC data, no contacts.

Type:AllRIAs / family offices13F managersIssuersAUM ≥:Any$1B$10B$100B

8,796 matches · showing 801–900 (page 9 of 88)

EntityTypeAUMLocationAnchor
B. Riley Wealth Advisors, Inc. →13F manager––CIK 1464811
B.O.S.S. Retirement Advisors, LLC →13F manager––CIK 1964810
B&D White Capital Company, LLC →13F manager––CIK 1752523
B&I Capital AG →13F manager––CIK 1843527
Baader Bank Aktiengesellschaft →13F manager––CIK 1542629
Babb Wealth Advisors LLC →13F manager––CIK 2047312
Badgley Phelps Wealth Managers, LLC →13F manager––CIK 1895362
Baer Investment Advisory LLC →13F manager––CIK 2057153
BAHL & GAYNOR INC →13F manager––CIK 872259
BAILARD, INC. →13F manager––CIK 750641
BAILLIE GIFFORD & CO →13F manager––CIK 1088875
Bain Capital Credit, LP →13F manager––CIK 1317947
BAIN CAPITAL INVESTORS LLC →13F manager––CIK 1040508
Bain Capital Life Sciences Investors, LLC →13F manager––CIK 1703031
Bain Capital Prairie, LLC →13F manager––CIK 2067353
Bain Capital Public Equity Management II, LLC →13F manager––CIK 1768111
Bain Capital Public Equity, LP →13F manager––CIK 1962552
BAIN CAPITAL VENTURE INVESTORS, LLC →13F manager––CIK 1309469
Baird Financial Group, Inc. →13F manager––CIK 1648711
Bakala Capital LLC →13F manager––CIK 1976751
Baker Avenue Asset Management, LP →13F manager––CIK 1432529
BAKER BOYER NATIONAL BANK →13F manager––CIK 1079398
BAKER BROS. ADVISORS LP →13F manager––CIK 1263508
Baker Chad R →13F manager––CIK 1666470
Baker Ellis Asset Management LLC →13F manager––CIK 1365559
BAKER TILLY WEALTH MANAGEMENT, LLC →13F manager––CIK 1840565
BALANCE CAPITAL PARTNERS L.P. →13F manager––CIK 2109256
Balance Wealth, LLC →13F manager––CIK 2065247
Balanced Rock Investment Advisors LLC →13F manager––CIK 2011851
BALANCED WEALTH GROUP LLC →13F manager––CIK 2009783
Balboa Wealth Partners →13F manager––CIK 1929008
Baldwin Investment Management, LLC →13F manager––CIK 1346378
BALDWIN WEALTH PARTNERS LLC/MA →13F manager––CIK 1021258
Balefire, LLC →13F manager––CIK 1750924
Balentine LLC →13F manager––CIK 1586678
Ball & Co Wealth Management Inc. →13F manager––CIK 2057075
BALLAST ADVISORS LLC →13F manager––CIK 1803415
Ballast Asset Management, LP →13F manager––CIK 1998389
Ballast Financial Advisors LLC →13F manager––CIK 2109821
Ballast Rock Private Wealth LLC →13F manager––CIK 2106928
Ballast, Inc. →13F manager––CIK 1730477
Ballentine Capital Advisors, Inc →13F manager––CIK 2011580
Ballentine Partners, LLC →13F manager––CIK 1374889
Ballew Advisors, Inc →13F manager––CIK 1729096
Baltimore-Washington Financial Advisors, Inc. →13F manager––CIK 1555486
BALYASNY ASSET MANAGEMENT L.P. →13F manager––CIK 1218710
BAM Wealth Management, LLC →13F manager––CIK 2093649
BAMCO INC /NY/ →13F manager––CIK 1017918
BANC FUNDS CO LLC →13F manager––CIK 1029311
BancFirst Trust & Investment Management →13F manager––CIK 1914099
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. →13F manager––CIK 842180
Banco BTG Pactual S.A. →13F manager––CIK 1536080
Banco de Sabadell, S.A →13F manager––CIK 1730299
Banco Santander, S.A. →13F manager––CIK 891478
Bancreek Capital Management, LP →13F manager––CIK 1852042
Bandera Partners LLC →13F manager––CIK 1399386
Bangor Savings Bank →13F manager––CIK 1352675
Bank & Trust Co →13F manager––CIK 2026082
BANK HAPOALIM BM →13F manager––CIK 902528
Bank Julius Baer & Co. Ltd, Zurich →13F manager––CIK 1544599
BANK OF AMERICA CORP /DE/ →13F manager––CIK 70858
Bank of Finland →13F manager––CIK 1844891
BANK OF HAWAII →13F manager––CIK 315080
Bank of Italy →13F manager––CIK 1426449
Bank of Jackson Hole Trust →13F manager––CIK 2040900
BANK OF KOREA →13F manager––CIK 1965704
Bank of Marin →13F manager––CIK 1801145
BANK OF MONTREAL /CAN/ →13F manager––CIK 927971
Bank of New Hampshire →13F manager––CIK 1870761
Bank of New York Mellon Corp →13F manager––CIK 1390777
BANK OF NOVA SCOTIA →13F manager––CIK 9631
BANK OF NOVA SCOTIA TRUST CO →13F manager––CIK 1335382
BANK OF STOCKTON →13F manager––CIK 1387723
Bank OZK →13F manager––CIK 1569650
Bank Pictet & Cie (Europe) AG →13F manager––CIK 1123274
BankChampaign, National Association →13F manager––CIK 2135773
BankPlus Trust Department →13F manager––CIK 2047270
BankPlus Wealth Management LLC →13F manager––CIK 2051117
BANNERMAN WEALTH MANAGEMENT GROUP, LLC →13F manager––CIK 2058816
Bannerstone Capital Management, LLC →13F manager––CIK 2083499
Banque Cantonale Vaudoise →13F manager––CIK 1793755
Banque de Luxembourg S.A. →13F manager––CIK 2055344
BANQUE PICTET & CIE SA →13F manager––CIK 1535602
Banque Transatlantique SA →13F manager––CIK 2056095
BANTA ASSET MANAGEMENT LP →13F manager––CIK 1426960
BANTAMAC CAPITAL, LLC →13F manager––CIK 1794972
BANYAN CAPITAL MANAGEMENT, INC. →13F manager––CIK 846600
BAR HARBOR WEALTH MANAGEMENT →13F manager––CIK 1035463
Barbara Oil Co. →13F manager––CIK 1599670
BARCLAYS PLC →13F manager––CIK 312069
BARD ASSOCIATES INC →13F manager––CIK 1105907
Barden Capital Management, Inc. →13F manager––CIK 1906798
BARDIN HILL MANAGEMENT PARTNERS LP →13F manager––CIK 1616416
Bare Financial Services, Inc →13F manager––CIK 2009426
Baring Financial LLC →13F manager––CIK 2052588
Baring Fintech Fund III Managers Ltd →13F manager––CIK 2053281
Baring Fintech Manager Holding Ltd →13F manager––CIK 2053290
BARINGS LLC →13F manager––CIK 9015
BARINGTON COMPANIES MANAGEMENT, LLC →13F manager––CIK 887762
BARLOW WEALTH PARTNERS, LLC →13F manager––CIK 1999928
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